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Tax Planning

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Smart tax planning to help you keep more of what you earn

No one likes tax surprises. At James Rose Accountancy, we take a proactive approach to tax planning in Tunbridge Wells, helping you reduce liabilities, stay compliant, and plan with confidence.

Whether you are a business owner, investor or individual managing your personal wealth, our tax planning services are tailored to your goals. We look at the full picture to make sure you are not paying more than you need to.

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Personalised tax planning advice

Tax efficiency is not about one big trick. It is about understanding your options, using allowances wisely, and planning ahead. We provide clear advice, ongoing support, and practical strategies that help you save more and stay on top of your finances.

We also work closely with our teams handling self-assessment, corporation tax, remuneration planning, and financial forecasting, so everything fits together.

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Tax planning services for individuals

  • Income tax planning using allowances and reliefs
  • Capital gains tax advice for selling property or investments
  • Inheritance tax planning to protect family wealth
  • Pension and ISA contributions for tax-free savings
  • Guidance for landlords and high earners

Tax planning services for businesses

  • Profit extraction strategies, including salary and dividends
  • Advice on business structure for tax efficiency
  • R&D tax reliefs and industry-specific allowances
  • Exit and succession planning to reduce liabilities
  • Year-round tax reviews in line with your management accounts

Having been with the same accountant for nearly 30 years, we felt that everything was a bit stale. After speaking with Matt Allen for an hour, we could see that we were correct. Matt and his team cover all our requirements, and everything ticks along in the background seamlessly, while we get on with the day to day running of the business. We would have no hesitation in recommending James Rose Accountancy to any future potential clients.

David Newton – Newton Transport Ltd

I have been using Matt for around 15 years now and have a very positive working relationship with Matt and the team. Since I first started using Matt, my accountancy needs have evolved, and I use them not only for my tax return and company accounts but also for strategic advice and tax planning. I have recommended them to contacts over the years and would not hesitate to recommend James Rose to anyone looking for a forward-thinking and approachable accountancy practice.

Natalie Boardman – Belvoir Franchise

We have worked with Matt for many years, and he has been instrumental in growing and securing our business. The response from the whole team is always speedy and any difficulties are resolved with the minimum of fuss! Every deadline is met well in advance, so we are never caught out and tax planning is efficient and forward thinking.

All in all, James Rose Accountancy offer great value all round and we cannot offer high enough praise.

Amanda Hornsbury – AK Garage Doors Ltd

Why clients work with us

Our team of chartered accountants in Tunbridge Wells is trusted by business owners, families and individuals across Kent and beyond. We offer straightforward advice, honest conversations, and planning that goes beyond the end of the tax year. With James Rose, you get clarity, insight, and long-term support.

Let us help you plan smarter

Good tax planning starts now. Whether you are growing your business, thinking ahead to retirement, or simply want to make your money work harder, we are here to help.